Schedule of Events


How will the new tax relief act recently passed affect you? Did you know the new limits for retirement? Go to the "Research and Article" sections to learn more, or if you prefer, call me toll free at 1-877-TESITOR.

Our in office lunch discussion groups  will be resume this spring,  2009. 

Looking Ahead:

My general plans are to be in Denver 1 day per week.  Please call if you need to arrange a time.

Please call to R.S.V.P appointments or lunch meetings. I may be reached at 719-738-6830 from Walsenburg,  or 1-877 TESITOR or 1-877 738-6830 from outside the area or go to the "Contact Us" section and e-mail your reservation. Appointments are open to existing and prospective clients.

April 29-May 3- Attending the National Association of Christian Financioal Consultants annual Convention in Dallas TX.

May 23- The Marriage of my Daughter.

June 6-12- Million Dollar Table Annual Conference.  Indianapolis IN.